Speaker Sessions

Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Presentation
Language

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear

The interpreted language session assignments listed are tentative.  English is the official language of the 2024 Global Conference. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after July 11.

Charting the course to Court of the Table success: AI-powered personal and social media branding

Daniel Heng, AEPP, IBFQ
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, August 26, 2025
Start Time:
1:30 pm
Heng
Language:
English
No items found.

Heng explains key principles of personal branding in the digital era, including documenting everyday life, leveraging social proof and incorporating AI into your branding strategy. Discover how these approaches can be integrated into your daily routine without consuming significant time, allowing you to maintain a focus on client meetings and team coaching.

Systematic framework to increase your closing appointment success

James Jiahao Yang, AEPP, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Yang
Language:
English
No items found.

Advisors might have an appointment, but have they fully identified and fulfilled the client's needs enough for them to move forward? Yang explains how to maintain control of these appointments and create a system for more motivated clients and a higher closing rate.

How networking with a system can take you to Top of the Table every year

Tristan Hartey, Dip FA, BA (Hons)
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, August 26, 2025
Start Time:
1:30 pm
Hartey
Language:
English
No items found.

By utilizing a networking system with a scorecard, Hartey consistently achieves Top of the Table production every year. He explains how the scorecard allows him to track and measure key activities, promoting accountability and helping him prioritize meaningful connections.

Stop selling, start telling: How to win clients over with storytelling

Johan Fanggara, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Fanggara
Language:
English
No items found.

Tired of complex jargon and failed connections with clients? Fanggara shares how to win hearts and minds by weaving engaging narratives with practical strategies to identify client needs, crafting compelling stories and leveraging the emotional impact of storytelling to drive meaningful financial decisions.

How to elevate client relationships in financial services using luxury hospitality strategies

Rumman Amanda
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Amanda
Language:
English
No items found.

Do you know how to deliver personalized, memorable experiences that create lasting client loyalty? Amanda shares practical tools and examples that you can implement immediately to enhance client connections.

Future trends of the insurance industry

Radhakrishna K. Shetty, LL.B, MBA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Shetty
Language:
English
No items found.

Want a glimpse into the future of the financial services profession? Shetty breaks down six elements: insurance penetration; changes in products; changes in distribution methods for insurance products; digital as the primary driver of growth; understanding the risks of AI; and uncertainties on the continuity of clients' business.

Warm tech sales strategy

Clarice Guillermin
Session Type:
Focus Session
Presentation Language:
Cantonese
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Guillermin
Language:
Cantonese
No items found.

In this age of technological advancement, face-to-face interactions are diminishing as processes become increasingly digital. Guillermin explains why the key to standing out and building client trust lies in blending digital tools with personalized, human-centric sales approaches.

Marketing and branding to attract right-fit clients

David Braithwaite, DipPFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
3:00 pm
Braithwaite
Language:
English
No items found.

Advisors have two roles, Braithwaite says: the advisor when we're with clients and also as our own brand ambassadors. What does your target market see and how do they feel about you when you aren’t there? Discover actionable strategies for emotional branding, differentiated marketing, and comprehensive social media to help you expand your reach and client engagement while growing and having fun with it along the way.

Panel discussion: Inheritance and innovation in insurance

Hong Chun Po Bo Bo
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, August 25, 2025
Start Time:
3:00 pm
Hong Chun Po Bo Bo
Language:
Mandarin
No items found.

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

Panel discussion: Inheritance and innovation in insurance

Chiu Sze Yuet Jessie
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, August 25, 2025
Start Time:
3:00 pm
Chiu Sze Yuet Jessie
Language:
Mandarin
No items found.

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now